Territory Management - The core of lead management software

"... In Western Chicago, Dealer A can sell all of our product lines, except for within the metro area, which is split between Dealer B and internal sales rep Dan Smith."

MarketNet offers an extremely flexible territory management module that allows you to set up sales territories (and therefore lead distribution) based on geography, TouchPoint (lead source), entity, key or named accounts, vertical market, product interest and/or channel. For example, a territory can be "Western Region Sales", a geographic-based territory, or "Product X leads", a territory based on your channel sales strategy for specific product line sales. Once a territory is defined, a user or users can be assigned to it to start receiving leads for that territory. A graphical interface is available to help users understand who is above and below them in the territory tree and make quick changes to the territory definition.

Sound complex? Our first step in any lead management engagement is an onsite discovery process to help us understand your current channel sales strategy and lead distribution process. Our second step is detailed documentation showing how your existing process would be blended into the lead management solution, including our recommendations on data transfer and lead distribution rules.

Already have a territory management tool in place? We'll integrate!

Are your territories and or employees constantly changing? We will set up a process to automatically sync with your internal sales or CRM system to ensure that sales territories stay up-to-date with the sales department. This process can be run nightly or throughout the day to ensure that the incommand lead management software is up-to-date and your leads are always going to the correct sales representative.